Rational Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7
| Closed | -$2K | – | 347 |
|
|
2020
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 469 |
|
|
2013
Q4 | $143K | Sell |
1,316
-50
| -4% | -$5.43K | 0.01% | 537 |
|
|
2013
Q3 | $149K | Sell |
1,366
-39
| -3% | -$4.25K | 0.01% | 557 |
|
|
2013
Q2 | $143K | Buy |
+1,405
| New | +$143K | 0.01% | 553 |
|